Washington, DC Office

Torrey Growth & Income Advisors, LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, charitable organizations, and businesses, and also advises on retirement-plan rollover decisions. As of January 12, 2026, the firm reported $328,358,441 in assets under management and uses RightCapital® as its primary financial‑planning platform for delivering written plans and scenario analysis.

The firm constructs customized portfolios using a mix of fundamental and technical analysis, tactical asset allocation, and cash management, and may invest in equities, ETFs, fixed income, options, and private investments depending on client objectives. TGIA explicitly uses options strategies (covered calls, box spreads, cash‑secured puts), may employ margin borrowing and defensive hedging, and manages accounts to client‑specific risk profiles on a fully discretionary basis.

Compared with many peers, TGIA discloses that certain associated persons offer legal services in their individual capacities (with the firm noting it does not provide legal advice), operates a legacy wrap‑fee program no longer open to new clients, and pays solicitors referral fees under Rule 206(4)‑1. The firm also recently added private investments to its investable universe and notes that advisory fees on those investments are based on sponsor‑reported valuations, a point the brochure highlights as a valuation and conflict consideration.